See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,944 | $177,572-86.0% | $154,803-83.9% | $142,382-82.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.34% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,142 | $4,810-76.3% | $4,305-73.5% | $4,299-73.4% |
| Participant deferral / active EE | $2,301 | $6,272-63.3% | $5,540-58.5% | $6,507-64.6% |
| Admin fee / account holder | $272 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |